Years of Experience
5-20+ Years
Ventura, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Christopher McDonald is a financial advisor with over 20 years of experience in the financial services industry. He is registered with the state of California as both a Registered Representative and an Investment Adviser Representative. Christopher is currently employed with Cambridge Investment Research Advisors, Inc., where he provides financial planning and portfolio management services to individuals, families, and businesses. Christopher also holds licenses for the Series 66 and 65 exams. Christopher is also the owner and operator of McDonald & Associates, a CPA firm providing accounting and business consulting services.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Christopher Muniz is an investment advisor representative at Creative Planning. Christopher has over 20 years of experience in the financial services industry. He has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Christopher has worked at several firms including Union Bank, Unionbanc Investment Services, and Wells Fargo Advisors before joining Creative Planning. He is experienced in financial planning, portfolio management, and investment advice. Christopher specializes in working with high-net-worth individuals, families, and businesses.
SPECIALIZATIONS
WALNUT CREEK, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Christopher West is a financial advisor with over 23 years of experience in the financial services industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March of 2011. Prior to that, Christopher was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from May 2008 to March 2011. Christopher has also worked with Sanford C. Bernstein & Co., Inc. and Sanford C. Bernstein & Co., LLC. Christopher has a strong background in providing investment advice to individuals, families, and businesses. Christopher holds the Series 7, Series 8, Series 63, and Series 66 licenses. Christopher has a Bachelor of Science degree in Finance from the University of California, Berkeley.
SPECIALIZATIONS
SAN DIEGO, CA
1 Disclosures
ADVISOR BIO
Christopher Whalen is a financial advisor registered with Integrated Wealth Concepts LLC. Christopher has been in the industry for over 20 years and has experience working with individuals, families, and businesses. Christopher provides financial planning, portfolio management, and other services to help clients reach their financial goals. Christopher is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
SPECIALIZATIONS
Los Angeles, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Mukai is a financial advisor with Raymond James & Associates, Inc. with over 29 years of experience in the industry. Christopher is a licensed agent in all 50 states and has a diverse range of expertise, specializing in all aspects of financial planning and investment management for individuals, families, and businesses. Christopher's previous experience includes positions with Citigroup Global Markets Inc. and Merrill Lynch.
SPECIALIZATIONS
Temecula, CA
0 Disclosures
ADVISOR BIO
Christopher Dale Dinterman is a financial advisor with over 20 years of experience in the financial services industry. Christopher holds Series 6, 7, 63 and 65 licenses and has worked with a number of firms including TIAA-CREF, Hartford Securities, Lincoln Financial Advisors and T. Rowe Price. Currently Christopher is affiliated with Ares Financial Consulting LLC and Pacific Coast Fiduciary LLC. Christopher's areas of specialization include providing financial planning, pension consulting, portfolio management for individuals and selection of other advisors.
SPECIALIZATIONS
San Francisco, CA
0 Disclosures
ADVISOR BIO
Christopher Chase is a financial advisor with Cresset Asset Management, LLC. Christopher has been working in the financial industry for over 20 years. He is a registered Investment Advisor Representative in California, Connecticut, Florida, New Hampshire, New Jersey, and Texas. Christopher holds Series 3, 7, and 66 licenses. He is a licensed financial advisor who has experience working for numerous financial institutions, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC.
SPECIALIZATIONS
LAKEWOOD, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Liggins is an active investment advisor representative with J.p. Morgan Securities LLC. Christopher has over 7 years of experience in the financial services industry. Christopher is registered to provide investment advice in California and Texas. Christopher holds Series 7 and Series 66 licenses. Christopher's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Scottrade, Inc., and Edward Jones.
SPECIALIZATIONS
SAN DIEGO, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Dean Thorpe is an investment advisor representative with Cuso Financial Services, LP. Christopher Thorpe has been in the industry since May 2014 and has registrations in 24 states. Christopher Thorpe is also a registered investment advisor representative for Cuso Financial Services, LP in Colorado and Texas. Christopher Thorpe holds a Series 66, Series 7, and SIE license. Christopher Thorpe previously worked at Key Investment Services LLC. Christopher Thorpe is a Bishop for the Church of Jesus Christ of Latter Day Saints and works with individuals on their financial affairs.
SPECIALIZATIONS
San Francisco, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Allan Gillette is an investment advisor representative with Morgan Stanley and has been active in the industry since February 1998. Christopher is registered in 22 states and the District of Columbia for both securities and investment advisory services. Christopher holds the Series 63, Series 65, Series 7 and SIE licenses. Christopher has previously worked at Barclays Capital Inc. and Lehman Brothers Inc. Christopher has a proven track record in providing investment advisory services to individuals, families, and institutional clients.
SPECIALIZATIONS